The Team

Matosziuk Bickley & Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Edward Matosziuk Jr

Edward Matosziuk Jr

Financial Advisor

More about me...

Top Areas of Focus

  • Investment Management
  • Insurance
  • Estate Planning Strategies
CA Insurance #0E72986

VISIT MY WEBSITE

Stephen Bickley

Stephen Bickley

Financial Advisor

More about me...

Top Areas of Focus

  • Investments
  • Investment Management
  • Insurance

Education

Penn State, 1990, Bachelor of Science - Accounting
CA Insurance #0E68000

VISIT MY WEBSITE

Our Staff

Beth A. Monahan

Beth A. Monahan

Registered Client Service Associate

More about me...

Qualifications

  • Series 7
  • Series 65
  • Series 63
Tammy Frank

Tammy Frank

Registered Client Service Associate